+2,538.2%
MUU vs TE
+432.6%
+2,105.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +10.0% | -13.0% | -6.8% |
| 7D | +13.9% | +18.2% | -4.3% | +6.4% |
| 30D | +24.8% | -13.5% | +38.3% | +29.6% |
| 3M | -15.7% | -44.6% | +28.8% | +6.3% |
| 6M | +338.9% | -24.7% | +363.6% | +400.0% |
| YTD | +563.2% | -24.3% | +587.4% | +646.9% |
| 1Y | +2,577.5% | +155.6% | +2,421.9% | +1,910.7% |
| All | +2,538.2% | +432.6% | +2,105.6% | +1,436.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling